Mark Millsap is a CFA® charterholder with 24 years of industry experience. He has been with Foundation Resource Management, Inc. in Little Rock, AR since 2001. Foundation Resource Management provides discretionary portfolio management focused on long-only positions in individual stocks and bonds for a diverse client base, including individuals, high net worth clients, retirement plans, charitable institutions, insurance companies, and hospitals. The firm employs a value-oriented investment approach centered on intrinsic value and patience, emphasizes capital preservation in fixed-income management, and is notable for serving institutional clients uncommon in its peer group.

James Gould is a financial advisor at Crews & Associates, Inc. in Little Rock, AR, holding a Series 66 designation with three years of industry experience. Prior to joining Crews & Associates, he worked at Gwatney Buick GMC for eight years. Crews & Associates offers investment advisory and wrap-fee portfolio services to a diverse client base including individuals, trusts, corporations, pension and profit-sharing plans, as well as charitable and governmental entities. The firm primarily delivers non-discretionary advice using a quantified risk-tolerance process to guide portfolio allocations and rebalancing, and serves as a fiduciary for advisory accounts.

Louis Cacciatori is a financial advisor with Stephens in Little Rock, AR. He holds a Series 66 designation and has one year of industry experience. Prior to joining Stephens, he worked at American Management Corp and has nine years of experience in education. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm emphasizes tailored portfolio programs with committee-based oversight and combines broker-dealer and investment banking activities alongside advisory services.

Connor Overbay is a financial advisor at Stephens with a Series 66 designation and one year of industry experience. His prior roles include positions at SCDOR, Abacus Planning Group, and involvement with Gravatt Camp and Conference. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients, offering tailored portfolio programs and committee-based oversight. The firm combines broker-dealer and investment banking activities alongside advisory services, serving a broad range of client needs.

Daryl Seaton is a financial advisor with Sowell Management in North Little Rock, AR, holding Series 63 and Series 66 licenses and having 25 years of industry experience. He has worked at Sowell Management since 2020 and has been with Solera Asset Managers, LLC since 2014. Outside of his advisory roles, he is involved in insurance sales through Solera Insurance Agency, LLC, and Sowell Insurance Services, LLC, where he serves as president. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm operates a multi-branch independent-contractor model with over 100 advisors and offers a range of investment management and consulting services, utilizing multiple investment styles and third-party sub-advisors across various managed account platforms.

Jeffrey Knoedl is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Gradient Advisors since 2020 and previously was with AE Wealth Management from 2016 to 2020. Knoedl also operates Knoedl Retirement Advisors, providing financial advisory and retirement planning services. Gradient Advisors, LLC offers investment management, financial planning, and consulting to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through third-party money managers and investment advisor representatives, employing a non-discretionary model that incorporates multiple analytical approaches and client risk assessment tools.

James Mitchell Jr. is a CFP® with 37 years of industry experience, currently serving as an advisor at Stephens in Little Rock, AR. He has been with Stephens since 2000. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs and committee-based oversight, combining advisory services with broker-dealer and investment banking activities.

Karron Wages is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Advisory Alpha, LLC since 2022. He has also been involved with Financial Decisions, Inc. since 2005, where he holds the position of president. Advisory Alpha serves a diverse retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors and manages a broad range of managed portfolio strategies.

James Baker is a financial advisor at Arvest Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at Arvest Wealth Management and Arvest Bank since 2019, splitting his time evenly between the two. Prior to that, he was with Ameriprise Financial Services, Inc. from 2016 to 2018. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm’s investment approach combines fundamental, technical, quantitative, and qualitative analysis, emphasizing asset allocation and tailored strategies aligned with clients’ objectives and risk tolerances.

Kyle Fitzgerald is a financial advisor with Sowell Management, holding a Series 66 designation and five years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2022 to 2025 and at GenWealth Financial Advisors from 2020 to 2022. Outside of his advisory role, he is a licensed insurance producer authorized to sell life, accident, and health policies. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm employs a multi-branch independent contractor model with over 100 advisors and offers a range of services including investment management, financial planning, retirement-plan advisory, and consulting.

Hannah Raiford is a financial advisor at Stephens with a Series 66 designation and four years of industry experience. Her work history includes roles at Stephens Inc., AT&T, SMU, Hogan Taylor LLP, and Arkansas Heart Hospital. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Carter Gobel is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation with two years of industry experience. His background includes roles at Garrison Asset Management and Giltner Logistics, as well as time spent as a student at the University of Arkansas. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients, offering tailored portfolio programs and committee-based oversight that utilize both in-house managers and sub-advisors to meet client needs.

Jacob Stone is a Series 66 licensed financial advisor with Stephens in Little Rock, AR, and has two years of industry experience. His prior work includes roles at Fidelity Information Services and First National Bank of Paragould. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

James Emmet III is a financial advisor at Crews & Associates, Inc. in Little Rock, AR, with one year of industry experience. He holds the Series 66 designation and has worked previously at Central Distributors, Top 10 Wine & Spirits, and Blue Amber Holdings. Crews & Associates provides investment advisory and wrap-fee portfolio services to a diverse client base including individuals, trusts, corporations, pension plans, and charitable and governmental entities. The firm offers primarily non-discretionary investment management using a quantified risk-tolerance process to guide client allocations and rebalancing, employing a range of investment vehicles such as equities, fixed income, mutual funds, ETFs, and unit investment trusts.

Caleb Fite is a financial advisor at Capital Analysts with a Series 66 designation and three years of industry experience. He has previously worked at Fidelity Investments and Lincoln Investment. Outside of advisory work, he provides insurance services to clients. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team and utilizes proprietary screening tools alongside third-party managers to tailor client portfolios.

Clarence Pollock III is a financial advisor at Stephens with 33 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Stephens since 1998. Outside of his advisory work, he serves as Secretary on the Board of Governors for the Country Club of Little Rock. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Phyllis Achor is a financial advisor at Stephens with 26 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for BOKF, NA and BOK Financial Securities, Inc. for 15 years. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Thomas Wendler is a financial advisor at Stephens with six years of industry experience. He holds a Series 66 designation and has worked at Stephens since 2020. Prior to this, he held positions at Associated Bank and Gehl's Food, and attended the University of Wisconsin-Milwaukee. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio management, financial planning, and retirement-plan advisory services, combining broker-dealer and investment banking activities alongside its advisory operations.

Steven Middleton is a financial advisor with Stephens in Little Rock, AR, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Stephens since 1990. Outside of his advisory role, Middleton serves as a board member of the Baptist Medical Foundation, involved in fundraising for the hospital. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs with committee-based oversight and integrates broker-dealer, investment banking, and municipal advisory activities alongside its advisory services.

John Davis Jr. is a financial advisor with Integrated Advisors Network LLC in Little Rock, AR, holding a Series 66 designation and eight years of industry experience. He has worked at several firms, including Raymond James and Associates and Purshe Kaplan Sterling Investments. Davis is also the owner and financial advisor for Family First Wealth Management, a DBA under Integrated Advisors Network. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis, uses third-party sub-advisers, and offers services including portfolio management, financial planning, wrap-fee programs, and educational seminars.